In this video, discover how to create groups and groups within groups, known as group sets, to keep references organized by a variety of attributes.
- [Narrator] Over time, as you continue to search for references online, maybe create your own and add them to your local library, over time, the number of references you see here in your local library will grow to a point where it may feel unmanageable, maybe even overwhelming. And that's why you might consider organizing your references into groups. You can even organize groups into something called a group set. That's what we're going to do in this movie.
We'll start by making sure that we're looking at our online library in online library mode. You will notice down below a default group set called My Groups, and that's where the groups that you create will go. There are different types of groups you can create. In this movie, we're going to stick to a custom group where you get to add the references you want to that group. So let's go up to the Groups menu, because up there you will see, at the very top, Create Group. Give it a click. Alright, let's say we want to have a different group of references by the projects that we're working on, maybe even in school or professionally.
Well, in this case, we're working on a diabetes project in school, so we'll type in Diabetes. And when you press Enter, you have your brand new group. It shows up with this icon, indicating it is a custom group. You'll notice the zero next to it. Nothing in there yet, but we can start moving things, our references that appear here under All References, into that Diabetes group by simply selecting and then clicking and dragging. For example, we might want to go to the original textbook that we added manually.
We select it with a click, then just click and drag it into the group. Notice it's not moved from All References. We can still see it here. But when we go to our Diabetes group, you can see it's all by itself. And of course references can appear in more than one group. Let's say we want to create another group for an upcoming project. Well, we'll go back up to Groups, Create Group, and let's say our next one is going to deal with cancer.
Type that in and press Enter. Notice that they're listed alphabetically now. And if we wanted to, we could go back to All References and start moving any references that we have into the Cancer group. Well, I want to use this same textbook. It contains chapters on cancer as well. Click and drag it in there, and now we have the same reference in two different groups. And maybe you do different types of projects. Let's say you are taking classes or courses, whether they be online or at a university, and you want all of your references to your school projects together in their own group, all your professional research separated from that, you might want to have more than one group set.
Let's go up to Groups, and you'll notice further down we can create a group set. Give it a click and a new group set is created. Let's call this one Professional. When you press Enter, you have your new Professional group set. No groups in there yet. My Groups is the original group set, but we can rename that. Let's right click My Groups and go down to Rename Group Set. We'll call this one School.
Press Enter. Now we can select any group set we want and start creating additional groups. Even if you've selected the wrong group set when you go to create a brand new group, you can move them around quite easily. Let's have School selected, but create a Professional group by going up to Groups and Create Group. Notice it's automatically showing up under School, but we'll give it a name. Perhaps you're going to be doing research on Bluejays.
Press Enter, it's now a new group under School, but it belongs under Professional. We'll click and drag it up to Professional and release. Easy as that. Now we can go back to All References and start moving our references into the appropriate groups again. So I see a couple here, like this WebMD one belongs in my Diabetes. Click and drag it in there. 'Course, we can select multiples using Control or Shift + Click. I'm going to select the top two using Shift + Click, and drag those into Diabetes as well.
Just like that. Nothing here dealing with bluejays yet, but we can add those. We can even use something called a smart group. That's coming up next.
- Touring the EndNote user interface
- Adding new references manually
- Finding and storing references
- Searching with keywords and operators
- Storing data
- Setting up custom groups and group sets
- Annotating a PDF
- Creating and editing citations
- Sharing your research
- Accessing a shared library and references